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 # Petopi28 Portfolio       Currency:EURTop 25: 831
Visit Petopi28
Look
Start:09/19/2024 Day Return:
-0.91%
Day Rank:917
Days: 513 Month Return:
1.92%
Month Rank:687
Last:2025-11-25 Year Return:
0.00%
Year Rank:670
Visits:398 All Time Return:
25.64%
All Time Rank:1268


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2024
    
    
    
    
    
    
    
    
1.59%
-1.62%
5.73%
3.84%
9.74%
2.83%
2025
1.41%
-0.61%
-10.08%
2.56%
7.22%
1.78%
3.56%
-1.63%
8.34%
5.89%
-6.25%
-2.04%
8.86%
16.77%
2026
6.11%
2.68%
    
    
    
    
    
    
    
    
    
    
8.96%
-100.00%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
09/20/202456AVGO Broadcom Inc-0.74%$172.41$328.84$18,41590.73%11.93%
09/20/20243,874IAG.MC IAG1.05%2.48€4.98€19,293€100.57%14.82%
09/20/202456IBM International Business Machines Corp0.34%$214.14$260.39$14,58221.60%9.45%
09/20/2024345III.L 3i Ord4.25%£34.54£34.08£13,521-1.32%10.39%
09/21/2024133IRM Iron Mountain Inc2.40%$116.01$108.54$14,436-6.44%9.35%
09/20/20243,752KGF.L Kingfisher-0.06%£3.13£3.56£15,37813.89%11.81%
09/21/202428LMT Lockheed Martin Corp2.38%$545.73$652.59$18,27319.58%11.84%
09/20/20242,415MKS.L Marks & Spencer0.10%3.69€3.98€9,614€7.93%7.39%
09/20/2024272VZ Verizon Communications Inc-0.57%$43.77$49.18$13,37712.36%8.66%
09/20/20245,683Cash   0.00%1.00€1.00€5,683€0.00%4.37%
EUR/USD: 1.18607    GBP/EUR: 1.1500 Portfolio Value: $154,384 130,165€ 100%

 # PerformancePetopi28S&P500
Return:
30.16%
-100.00%
Annualized Return:20.68%-100.00%
Std (Volatility):16.4485.62
Sharpe:1.01-1.21
Beta:0.021.00
Jensen Alpha:1.880.00
Drawdown:19.97100



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